Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver th

Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhea

Virtual Assistants work from home, providing everything from administrative support to high-end consulting via email, phone, and fax. Predicted to be a $130 bil

Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the pro

This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organ